Bob Brown, CFP®, CLU®, CWS®, ChFC®

Independent Branch Leader and Financial Consultant

+1 702-854-6140

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 6, 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • VP Wealth Management Advisor, Fidelity Investments, 1987-2021

Education

  • Master of Science in Financial Services, The American College
  • Economics, Brigham Young University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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